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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,599 | $45,438-67.9% | $80,004-81.8% | $59,633-75.5% |
| Participation rate | 25.0% | 63.7%-38.7pp | 73.0%-48.0pp | 68.7%-43.7pp |
| Annual return | -2.30% | 5.10%-7.4pp | 7.63%-9.9pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $278 | $1,236-77.5% | $2,473-88.8% | $2,203-87.4% |
| Participant deferral / active EE | $710 | $2,231-68.2% | $3,204-77.8% | $3,192-77.8% |
| Admin fee / account holder | $30 | $3,464-99.1% | $5,033-99.4% | $4,297-99.3% |